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iShares S&P Mid-Cap 400 Value ETF

805 hedge funds and large institutions have $5.69B invested in iShares S&P Mid-Cap 400 Value ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 217 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 806805 (-1)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

20% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 271

Holders
805
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$610K
Puts
$350K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
776
Zions Bancorporation, National Association
Utah
$11.9K
TF
777
Tompkins Financial
New York
$11.4K
ACM
778
Anfield Capital Management
California
$11.4K
PCTC
779
Perkins Coie Trust Company
Washington
$11K
CBT
780
CoreFirst Bank & Trust
Kansas
$10.9K
NWMP
781
Noble Wealth Management PBC
Colorado
$10.2K
MFT
782
Moisand Fitzgerald Tamayo
Florida
$10.1K
TTIC
783
Tower Trust & Investment Company
Iowa
$9.73K
BL
784
Balentine LLC
Georgia
$9.47K
SC
785
Sawyer & Company
Massachusetts
$9K
CB
786
CNB Bank
Pennsylvania
$7.91K
LWMI
787
Legacy Wealth Management (Idaho)
Idaho
$7.65K
CIR
788
Clear Investment Research
Georgia
$7.3K
TIM
789
Tortoise Investment Management
New York
$7.26K
TFA
790
Transamerica Financial Advisors
Florida
$6.25K
BONH
791
Bank of New Hampshire
New Hampshire
$6.23K
OP
792
ORG Partners
Indiana
$6.23K
EWM
793
Evolution Wealth Management
Florida
$6.1K
RMC
794
Resources Management Corp
Connecticut
$6K
POIA
795
Pin Oak Investment Advisors
Texas
$5.45K
TWC
796
TD Waterhouse Canada
Ontario, Canada
$5.21K
BPAMU
797
BTG Pactual Asset Management US
New York
$4.94K
BHWM
798
Beaird Harris Wealth Management
Texas
$4.8K
RF
799
Rossby Financial
Florida
$4.43K
WWA
800
Wealth Watch Advisors
Colorado
$4.41K